Many surveys identify troublesome personal relationships and poor
communication between clients and financial advisors as the main
causes of client dissatisfaction. Based on the author's academic
training and 20 plus years' experience in educating financial
advisors and planners in North America and the Middle East,
Creating Value explains and demonstrates the communication and
relationship skills needed to create dynamic client relationships
in which clients trust their financial advisors' ability to
understand their concerns and create value for them. This book is
based on sound principles and full of examples to help financial
advisors develop effective relationship and build client loyalty.
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